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Summit Trail Advisors’s National Fuel Gas NFG Stock Holding History

Summit Trail Advisors’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Buy
17,361
+7,205
+71% +$596K 0.02% 854
2026
Q1 		$954K Sell
10,156
-6,667
-40% -$582K 0.01% 952
2025
Q4 		$1.36M Buy
16,823
+4,504
+37% +$371K 0.02% 648
2025
Q3 		$1.14M Buy
12,319
+8,718
+242% +$760K 0.02% 756
2025
Q2 		$303K Buy
+3,601
New +$291K 0.01% 915
2018
Q1 		– Sell
-15
Closed -$1K – 1237
2017
Q4 		$1K Buy
+15
New +$857 ﹤0.01% 1832

Other funds holding NFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's NFG Position: Q2 2026 in Review

Summit Trail Advisors increased its National Fuel Gas (NFG) stake by 71% in Q2 2026, buying an estimated $596K and bringing the position to 17,361 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #854.

Summit Trail Advisors first reported a position in NFG in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2025. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Summit Trail Advisors held 17,361 shares of National Fuel Gas worth $1.34M as of Q2 2026.
  • Summit Trail Advisors bought 7,205 National Fuel Gas shares in Q2 2026, an estimated $596K.
  • National Fuel Gas made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #854 holding.
  • Summit Trail Advisors first reported a position in National Fuel Gas in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's National Fuel Gas position peaked at $1.36M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.